Hosted by Julie Keyes · 🇺🇸 US · EN-US · 298 episodes
Established thought leaders with verified media credentials.
Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a growth strategy, how to sell on your terms, exit planning for women small business owners, handling business diversity, and how to sell a family business. Whether you’re planning an exit in the near future or not, this show will provide you with the same action-oriented content that Julie utilizes while consulting with Keyestrategies clients. Building an exit strategy can be overwhelming, especially with all the decisions and details you have to consider. “Poised for Exit” will simplify the proces
Julie Keyes hosts Poised for Exit, a business show with 298 episodes published.
In this episode of Poised for Exit , Ann Marie Liotta , CPA and U.S. Wealth Strategist with Gallagher, and Mike Winn , CEPA and Financial Advisor with Chartered Wealth Partners, join the show to discuss POLI, or Partners
In this episode of Poised for Exit , Jen Roth , Founder and CEO of Blue Sparq Marketing , joins the show to discuss how intentional marketing systems can drive sustainable growth and increase business value. Drawing from
In this episode of Poised for Exit , Brian Cox , Partner at Traction Capital , joins the show to discuss what private equity buyers are really looking for when evaluating founder-led businesses. Drawing from his experien
In this milestone 300th episode of Poised for Exit , we celebrate six years of conversations with business owners, advisors, and industry experts. Since launching in 2020, the podcast has grown from a local audience to l
In this episode of Poised for Exit, Anna Coskran , President of NTH, Inc. joins the show to discuss why commercial real estate can play a major role in business transitions and exit planning. Drawing from nearly three de
In this episode of Poised for Exit , John Ammann and Tim Urban , CPAs with John A. Knutson & Co. , join the show to explain how R&D tax credits work and why many business owners may qualify without realizing it. They dis
In this episode of Poised for Exit , Mariano Jurich , Senior Product Leader at Making Sense , returns to the show to share insights on how private companies are navigating the rapid evolution of AI and enterprise technol
In this episode of Poised for Exit, Hilary Spreizer , Owner and CEO of The Latitude Group , shares her unexpected journey from employee to owner after purchasing the company during the uncertainty of COVID. She discusses
In this episode of Poised for Exit , Shaun Jackson , business broker with Calhoun Companies , steps in as guest host to interview his client, Dale Doriott , former owner of Injection Molding Solutions . Together, they wa
In this episode of Poised for Exit, Jennifer Vickerman Akaolisa , Gift Planner at Saint Paul & Minnesota Foundation , joins us to discuss how philanthropy can become a powerful part of business exit planning. With a back
In this episode of Poised for Exit, Stacey Bartelson , Financial Advisor at Edward Jones , discusses why business owners should start planning their exit from day one. She shares how many owners focus on growth but overl
In this episode of Poised for Exit , Steve Storkan , Executive Director at The Employee Ownership Expansion Network , discusses how employee ownership is gaining traction as a business exit strategy. He shares the growth
In this episode of Poised for Exit , Darin Lynch , Founder and CEO of Irish Titan , shares what it really takes to build a strong, scalable business. Drawing from over two decades of experience, Darin explains how focusi
In this episode of Poised for Exit , Jon Marquet and Brenna Johnson of Trust Point Inc. dive into a crucial yet often overlooked part of the exit journey: what happens after the deal closes. They explain why an exit plan
In this episode of Poised for Exit , we welcome back Todd Krough , Private Wealth Advisor with UMB Bank and President of The Twin Cities Chapter of the Exit Planning Institute . Todd shares how the chapter has grown over
In this episode of Poised for Exit , we sit down with Deepa Krishnamurthy , Co-Founder and CEO of Nterprisers, Inc. about the often unseen world of U.S. manufacturing. While many people picture large factories, most manu
In this episode of Poised for Exit , we sit down with Ailana McIntosh , Business and Real Estate Attorney at Hellmuth & Johnson . Ailana shares her unique journey from growing up in an entrepreneurial immigrant family to
In this episode of Poised for Exit , we are joined by John Schwalbach of Freedom Financial Partners, who leads a conversation with his client, Jennifer Zick , Founder and CEO of Authentic® . Together, they explore what s
In this episode of Poised for Exit , we sit down with Ben Axelrod , Managing Director at Borgman Capital ,to explore what business owners should truly understand before partnering with private equity. With a background s
In this episode of Poised for Exit , we are joined by Karim Ghandour , Founder & CEO at Legacyline , a Dubai-based transition readiness firm serving founders across multiple jurisdictions. Karim shares how his background
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Poised for Exit is hosted by Julie Keyes. The show is categorised under business and has published 298 episodes.
Poised for Exit has published 298 episodes.
Poised for Exit regularly covers business. It sits in the business category.
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Episodes of Poised for Exit average 28 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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